Portfolio Financial AnalystEast Bay Asian Local Development Corporation • Oakland, CA, US
Portfolio Financial Analyst
East Bay Asian Local Development Corporation • Oakland, CA, US
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job_description.job_card.job_descriptionReview monthly property operating statements and cash flow reports to identify variances from budget, trends, and potential risks Acts as the interdepartmental liaison between departments to assist with providing relevant financial data analyses and summaries Partner with property management, accounting, and asset management to resolve financial discrepancies and improve reporting accuracy Track key performance metrics (occupancy, rent collection, operating expenses, etc.) Assist with lender, investor, and regulatory reporting, ensuring timeliness and accuracy Assist in the preparation of annual property budgets and long-term capital needs projections Assists with collecting expense information used to create stabilized operating budgets for properties in the Development pipeline Processes property centralized invoices, as needed Assists Property Management Leadership with special projects as assigned Yardi Systems Support and Maintenance Serve as the property management Yardi specialist and liaison for system enhancements, implementation of new modules, troubleshooting, and user support Maintain data integrity and ensure consistent use of Yardi across the portfolio Prepare training manual, and provide training to staff who needs assistance in using Yardi Coordinate with Yardi Support Service in the development of custom reports to meet operational and financial reporting needs Perform other duties in relation to Yardi software. Special Projects & Process Improvement Lead and participate in special projects to improve efficiency, reduce costs, and enhance operations Review and streamline vendor contracts to identify cost-saving opportunities and standardize procurement processes Partner with other departments to design and implement process improvements for property management operations, as needed Support technology adoption, system integrations, and workflow automation initiatives. Ability to take initiative, work independently, and follow instructions with minimum supervision High proficiency in Microsoft Excel; ability to create and interpret complex financial models Strong analytical skills with the ability to translate data into actionable recommendations Excellent organizational skills and attention to detail Excellent project management skills with the ability to lead initiatives from concept to completion Ability to interface effectively with all members of staff Excellent interpersonal and communication skills, both verbal and written Ability to work with, and sensitivity to, a diverse, low-income, multi-ethnic population Minimum Qualifications : High school-level algebra and statistics One year of system integration experience such as producing reports from cross-platform data Advanced MS Excel and Word experience Three years of work experience in a similar capacity Preferred Qualifications : Advanced knowledge of Property Management software systems (Yardi) Proficiency with Salesforce and Office 365 3+ years of financial analysis experience in property management, affordable housing, or real estate operations. $75,000 - $105,000 annually Benefits and Other Information : EBALDC offers excellent benefit. EBALDC pays up to 100% of employee premiums and 60% of dependent premiums for Medical, Dental, Vision, LTD and Life, EAP, Retirement, Paid Time Off, CA Paid Sick Leave, Holidays and Wellness Days off for all eligible employees. Equal employment opportunity in full compliance with applicable law will be provided to all persons without regard to age, marital status, religion, gender, sexual orientation, gender identity, race, creed, color, national origin, mental or physical disability (including but not limited to AIDS and ARC) military or military veteran status, or other characteristics protected by law. We believe our commitment to building healthy, vibrant and safe neighborhoods through community development is strengthened when we pursue diversity, equity, and inclusion as both agency values and practices. This position qualifies for the federal Public Service Loan Forgiveness (PSLF) program. As a nonprofit employer, EBALDC is a qualified organization under the PSLF program, which may allow eligible employees to receive forgiveness on certain federal student loans after meeting program requirements. Please NO PHONE CALLS! Powered by JazzHR
About EBALDC Founded in 1975, the East Bay Asian Local Development Corporation (EBALDC) is more than a housing developer—we are a mission-driven social enterprise dedicated to building healthy, safe, and vibrant neighborhoods where everyone can thrive.
With deep roots in the Asian and Pacific Islander communities of the East Bay, we now proudly serve one of the most diverse regions in the nation.
Our work extends far beyond bricks and mortar.
By integrating affordable housing, resident services, economic opportunity, and cross-sector partnerships, EBALDC sparks the kind of lasting change that begins with people and ripples across communities.
Over 75% of our revenue is generated from earned income, reinvested back into our mission to create stronger neighborhoods through real estate development, property management, social services, and professional consulting.
At EBALDC, we believe the people who live in our neighborhoods hold the keys to their future.
Through leadership development, resident organizing, and co-designed solutions, we equip community members with the tools to shape their own destinies—unlocking collective power for long-term impact. Summary :
- The Portfolio Financial Analyst supports the Director of Property Management in maximizing the financial and operational performance of a portfolio of affordable housing properties.
- This role combines portfolio-level financial analysis, operational support, and system expertise to help property management achieve budget goals, ensure compliance, and improve efficiency.
- The Analyst serves as the department’s Yardi resource, assists with special projects, and develops cost-saving initiatives such as streamlining vendor contracts and processes.
Key Duties and Responsibilities :
Required Knowledge, Skills & Abilities :
Salary Range :
Equal Employment Opportunity :
Diversity, Equity, and Inclusion (DEI) :
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